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Union Pacific
UNP

Name Holding Trade Value Shares
Change 		Change in
Stake
AWC
1976
Abundance Wealth Counselors
Pennsylvania
$381K -$826K -3,271 -70%
MC
1977
Montag & Caldwell
Georgia
$381K -$71.5K -283 -17%
MTIC
1978
Missouri Trust & Investment Company
Missouri
$381K -$8.33K -33 -2%
WA
1979
Waverly Advisors
Alabama
$380K -$54.3K -215 -13%
PCG
1980
Private Capital Group
Connecticut
$380K -$3.54K -14 -1%
CWM
1981
Campbell Wealth Management
Virginia
$379K – – –
COF
1982
Capital One Financial
Virginia
$378K -$534K -2,113 -60%
MWPCG
1983
Measured Wealth Private Client Group
New Hampshire
$378K -$101K -400 -22%
FSC
1984
Full Sail Capital
Oklahoma
$378K -$41.7K -165 -11%
WIC
1985
Woodmont Investment Counsel
Tennessee
$378K – – –
SFG
1986
Summit Financial Group
West Virginia
$377K – – –
AIM
1987
AMI Investment Management
Indiana
$375K – – –
APA
1988
Astoria Portfolio Advisors
New York
$373K -$366K -1,448 -51%
TCOK
1989
Trust Company of Kansas
Kansas
$371K – – –
KJHP
1990
K.J. Harrison & Partners
Ontario, Canada
$370K -$75.8K -300 -18%
ACM
1991
AlphaCrest Capital Management
New York
$370K -$1.77K -7 -0.5%
CFG
1992
Cooper Financial Group
California
$369K +$341K +1,352 New
SAA
1993
Southeast Asset Advisors
Georgia
$368K +$253 +1 +0.1%
AA
1994
ALPS Advisors
Colorado
$367K -$118K -466 -26%
VCM
1995
Vision Capital Management
Oregon
$367K – – –
EFL
1996
ERn Financial LLC
Wisconsin
$367K +$339K +1,342 New
NF
1997
NTB Financial
Colorado
$366K – – –
PCS
1998
Personal CFO Solutions
New Jersey
$366K +$47.7K +189 +16%
CG
1999
Clarus Group
Texas
$365K +$19.4K +77 +6%
CCM
2000
Consolidated Capital Management
California
$364K – – –
78 79
80
81 82